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STERLING FINANCIAL PLANNING INC
CRD 108664 · SEC 801-56025
60 BLUE HERON ROAD, SUITE 201, SPARTA, NJ, 07871-2608, United States
Phone
973-729-1234
Fax
973-729-8079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$760.8M
Discretionary AUM
$487.5M
Team
8 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $126.9M |
| High net worth individuals | 212 | $615.3M |
| Pension/profit sharing plans | 2 | $1.9M |
| Charitable organizations | 8 | $14.5M |
| Corporations/business entities | 6 | $2.3M |
States served
VT, CA, GA, ME, MA, NJ, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD